MLL

Moody Lynn & Lieberson Portfolio holdings

AUM $1.73B
1-Year Est. Return 30.3%
This Quarter Est. Return
1 Year Est. Return
+30.3%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$572M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
162
New
Increased
Reduced
Closed

Top Buys

1 +$17M
2 +$16.8M
3 +$16.3M
4
SNY icon
Sanofi
SNY
+$15.8M
5
AIG icon
American International
AIG
+$14.8M

Top Sells

No sells this quarter

Sector Composition

1 Financials 22.59%
2 Healthcare 13.93%
3 Energy 12.36%
4 Industrials 10.11%
5 Consumer Discretionary 9.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$206K 0.04%
+4,695
152
$206K 0.04%
+13,300
153
$204K 0.04%
+5,850
154
$202K 0.04%
+2,405
155
$202K 0.04%
+5,445
156
$202K 0.04%
+3,347
157
$201K 0.04%
+3,805
158
$201K 0.04%
+5,652